PI
PFO

PFG Investments’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

PFG Investments’s Portfolio PFO Stock Details PFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-109,160
Closed -$921K – 1050
2024
Q1 		$921K Buy
+109,160
New +$902K 0.06% 352

Other funds holding PFO

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

PFG Investments's PFO Position: Q2 2024 in Review

PFG Investments sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2024, closing a stake of 109,160 shares — an estimated $921K sold.

PFG Investments first reported a position in PFO in Q1 2024 and held it in 1 quarter. The position peaked at $921K in Q1 2024. 48 funds tracked by Wall St. Rank hold PFO as of Q2 2024.

  • PFG Investments reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 109,160 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2024, an estimated $921K.
  • PFG Investments first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2024 and held it in 1 quarter.
  • PFG Investments's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $921K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.